| Serial Number | 90076254 |
| Word Mark | SS&C TAX OPTIMIZER |
| Filing Date | Monday, July 27, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 22, 2020 |
| Registration Number | 6228185 |
| Registration Date | Tuesday, December 22, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 6, 2020 |
| NOT AVAILABLE | "TAX OPTIMIZER" |
| Pseudo Mark | SS AND C TAX OPTIMIZER |
| Goods and Services | Software as a service (SaaS) featuring software for financial planning and data analysis, investment management, and compliance reporting |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, August 26, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, May 7, 2020 |
| First Use In Commerce Date | Thursday, May 7, 2020 |
| Party Name | SS&C Technologies, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Windsor, CT 06095 |
| Party Name | SS&C Technologies, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Windsor, CT 06095 |
| Party Name | SS&C Technologies, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Windsor, CT 06095 |
| Event Date | Event Description |
| Thursday, July 30, 2020 | NEW APPLICATION ENTERED |
| Wednesday, August 26, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 27, 2020 | ASSIGNED TO EXAMINER |
| Tuesday, September 1, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, September 1, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, September 1, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, September 1, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, September 2, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 16, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 6, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 6, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 22, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, June 5, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, June 5, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, June 5, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, June 5, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, December 22, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |